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Sales Executive – Wealth Management – Mutual Fund Division Job in Goregaon at RNB Corporate Services Pvt Ltd

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Sales Executive – Wealth Management – Mutual Fund Division

RNB Corporate Services Pvt Ltd

  Full Time Job

  2.4L-3.8L per annum

  1-2 years

  Posted  30+ days ago

Location
  • Goregaon
Skills Required
  • Sales and Marketing
  • MS Office
  • Communication Skills
  • English language (Written)
  • English language (Spoken)
  • Client Relationship Management
  • Client Onboarding
  • Mutual Fund Distribution
About this Job

Job Purpose:

Incumbent will be responsible for developing business for the company which requires knowledge of the market, products, the solutions/ services for wealth management.

Roles & Responsibilities:

  • Offering wide range of Financial Services and Wealth Management Solutions to Institutions, Corporations, High-Net worth Individuals and Families.
  • Conducting comprehensive review of client portfolios, including interacting with clients to access strategies based on objectives and risk profile.
  • Selling Equity MF, Debt MF, Hybrid & Other mf, PMS, AIF, Bonds etc.
  • Responsible for building AUM and revenue generation as per company benchmark.
  • Responsible for meeting cross sales target.
  • Ensuring High Quality Service and Key Customer Relationship Management.
  • Comply with KYC/ SEBI rules, regulations and legislation.

Strengths:

  • Good Business sense
  • Product and Industry Knowledge
  • Result and Target Oriented
  • Prospecting and Closing skills

Technical Skills:

  • MS-Office (Hands on Excel with various formulas)
  • Power-point presentation
  • Internet savvy

Job Location: Goregaon

Work Type: Work from Office

Working Day/s: 6 Days (2nd & 3rd Sat off)

Who can apply
Work Experience: 1-2 years
Eligible Graduation Years: 2019, 2020, 2021
Min. Percentage: 45
Documents Required

1. Resume

2. ID Proof (e.g. Aadhar Card, PAN Card, etc.)

Job Round

Round 1 :

Telephonic/Skype Interview

Round 2 :

HR Round

About RNB Corporate Services Pvt Ltd
Rnb Corporate Services Private Limited is a Private incorporated on 30 October 2020. It is classified as Non-govt company and is registered at Registrar of Companies, Mumbai. Its authorized share capital is Rs. 1,000,000 and its paid up capital is Rs. 1,000,000. It is inolved in Activities auxiliary to financial intermediation, except insurance and pension funding.[This Group includes activities involved in or closely related to financial inter-mediation other than insurance and pension funding but not themselves involving financial inter-mediation]. Rnb Corporate Services Private Limited's Annual General Meeting (AGM) was last held on N/A and as per records from Ministry of Corporate Affairs (MCA), its balance sheet was last filed on N/A.
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